Beaumont Asset Management, L.L.C.

Position in ROK — Rockwell Automation, Inc

CIK 1798756 BEAUMONT, TX

Position in ROK

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,025,867

+$551,947 QoQ

Shares Held

4,092

-0.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#545

of 1,527 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Industrials · as of Jun 30, 2026

Beaumont Asset Management, L.L.C. holds $2,320,040 across 2 Specialty Industrial Machinery names. ROK ranks #1 (87.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ROK	Rockwell Automation, Inc This page	4,092	$2,025,867
2	EMR	Emerson Electric Co	2,055	$294,173

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,025,867	4,092	-0.4%	Shares	Sole	2026-07-22
2026-03-31	$1,473,920	4,107	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$1,603,357	4,121	-4.4%	Shares	Sole	2026-01-21
2025-09-30	$1,506,474	4,310	-1.6%	Shares	Sole	2025-10-29
2025-06-30	$1,454,572	4,379	-2.0%	Shares	Sole	2025-07-23
2025-03-31	$1,154,958	4,470	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$1,250,617	4,376	-2.1%	Shares	Sole	2025-01-28
2024-09-30	$1,200,016	4,470	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$1,226,647	4,456	-0.1%	Shares	Sole	2024-08-02
2024-03-31	$1,299,040	4,459	+5.1%	Shares	Sole	2024-05-13
2023-12-31	$1,317,366	4,243	-0.1%	Shares	Sole	2024-02-01
2023-09-30	$1,214,661	4,249	-0.8%	Shares	Sole	2023-10-30
2023-06-30	$1,410,704	4,282	+0.4%	Shares	Sole	2023-08-02
2023-03-31	$1,251,564	4,265	-2.5%	Shares	Sole	2023-04-24
2022-12-31	$1,126,611	4,374	+2.2%	Shares	Sole	2023-01-18
2022-09-30	$920,885	4,281	+109.4%	Shares	Sole	2022-11-01
2022-06-30	$407,389	2,044	—	Shares	Sole	2022-07-19
No filing history on record for this holder in this stock.